Overview: The Invesco MSCI World Universal Screened UCITS ETF is an exchange-traded fund that aims to replicate the performance of the MSCI World Index while incorporating environmental, social, and governance (ESG) selection criteria. This ETF invests in large and mid-cap stocks located in developed countries, thus providing diversified exposure to companies that meet high sustainability standards.
Benefits: This ETF stands out for its responsible investment approach, allowing investors to align with ethical values while accessing a diversified global portfolio. By integrating ESG criteria, it may potentially reduce risks associated with unsustainable business practices. Additionally, the ETF structure allows for high liquidity and generally lower fees compared to traditional funds.
Risks: Like any equity investment, this ETF is subject to stock market volatility. Fluctuations in stock prices can lead to significant changes in the value of the ETF. Furthermore, while the ESG approach may offer some protection against certain risks, it does not guarantee superior performance and may limit the investment universe, which could affect diversification.
Investor Profile: This ETF is suitable for investors looking to combine financial performance with social responsibility. It is particularly well-suited for long-term investors who wish to diversify their portfolio while integrating sustainability criteria. Investors sensitive to environmental and social issues will also find this ETF aligned with their values.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
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| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |